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2021 LIC Preneed Forum

Succeeding in Preneed

11/9/2021 EST - 11/10/2021 EST
Virtual

Overview

Highlights

It's not too late to sign up!
(Registrations received after November 3 will miss the Attendee Goodie Box shipment, but will still get the Advance Attendee list via email.)

 

Join us for the life insurance industry’s only conference dedicated to the challenges associated with marketing, administering, and managing preneed insurance! The meeting is being planned as an interactive videoconference over two days.

This conference is intended to address a wide range of preneed issues including actuarial, legal, marketing, branding, and customer service. Don’t miss this opportunity to virtually network with other preneed professionals while catching up with the latest trends and challenges driving the preneed industry.

Here is what past attendees said of the LIC Preneed Forum:

  • I like the fact that the attendance is generally limited to C level employees. This adds a unique dimension and candor that normally can't be found at other gatherings. For this reason I always recommend it highly.
  • It is a good opportunity to collaborate with others in the business about the business. If you are in preneed or a business that is dependent on or the industry is dependent on, then you should attend. I represent one of the insurance companies and it was good to have my competitors participating.
  • If you’re interested in learning more about preneed and the challenges facing preneed carriers, this is a great meeting.
  • It is well worth the time and expense.

The itinerary includes meeting sessions on both November 9 and November 10, 2021: 10am-12pm ET, a 1 hour break, and 1-3pm ET. 

LIC Webex Guidelines & Tips

 

See Who's Coming!

All senior management executives involved in or interested in preneed should attend this one-of-a-kind networking and educational meeting. Here's the registration list so far for this year's virtual LIC Preneed Forum: 

American Benefit Life - Bobby Pierce, Senior Vice President, Pre-Need
American Enterprise Group - Brian Lindquist, Assistant General Counsel
American Enterprise Group - Dave Munk, VP Product Solutions
American Enterprise Group - Ed Croushore, AVP Product Solutions
American Enterprise Group - Kenn Peterson, VP, Sales - Preneed
American Enterprise Group - Kim Barney, VP, Chief Administrative Officer
American Enterprise Group - Megan Knapp Smith, Compliance Lead
American Fraternal Alliance - Allison Koppel, Chief Executive Officer
Benekiva - Brent Williams, Founder & CEO
Benekiva - Ryan Dooley, Director of Operations
Cincinnati Equitable Life - Tom Schrote, Chief Operating Officer
CUNA Mutual Group - Dan Bukenholts, Director, Strategy & Innovation
CUNA Mutual Group - Jessica Sever, Director, Business and Regulatory Compliance
CUNA Mutual Group - Travis Harrelson, Business Development Manager
Cyrus Life Insurance Company - Jeff Smith, CEO
Cyrus Life Insurance Company - Mike Lewis, President, Cyrus Works
ELCO Mutual Life & Annuity - Jim Palm, National Sales Director of Preneed
ELCO Mutual Life & Annuity - Julie Palm, National Sales Director of Preneed
Global Atlantic Financial Group - Karen Hayes, Senior Life Product Development Analyst
GoodTrust - Daniel Sieberg, Co-Founder, Chief Content Officer
Great Western - Jared Dance, Marketing Communication Manager
Guaranteed Funeral Deposits of Canada - Heather Kiteley, President & CEO
Homesteaders Life Company - Steve Shaffer, CEO
Homesteaders Life Company - Tom Doruska, Senior VP - Chief Actuary
illustrate, inc - Eric Swanson, VP of Sales
iPipeline - Chris Haffey, Product Sales Specialist
iPipeline - Naish Berran, Product Sales Specialist
LIC - Audrey Wittenburg, Associate Director
LIC - Jeff Shaw, Executive Director
LIMRA - Lauren McCallum, Member Relations Director - Niche Markets & Specialty Accounts
Loyal Christian Benefit Association - Matt Barr, VP- Sales & Marketing
Management Research Services - Tim Dineen, Chief Executive Officer
Management Research Services - Brenda Larson, Director of Life Strategy & Innovation
National Guardian Life Insurance - Andrea Rouleau, AVP & Pricing Actuary
National Guardian Life Insurance - Carrie Schable, Senior Manager
National Guardian Life Insurance - Joanna Trygstad, Vice President, Service Operations
National Guardian Life Insurance - John Baker, Vice President, Strategic Partner Development
National Guardian Life Insurance - Judy Olson, Regional Vice President
National Slovak Society/NSS Life - Greg Felton, National Sales Director
Parkway Advisors - Kyle Timmermann, Director of Consulting
Parkway Advisors - Theron Holladay, President
Pekin Life Ins. Co. - Bert Wasson, Assistant Vice President of Preneed Sales
Physicians Mutual - Leigh Klemencic, Marketing Manager
Powerlytics - Janet Anderson, Head of Insurance
Preplanning Solutions, CMFG - Kristina McCollam, Director, Legacy and Growth Operations
QLAdmin Solutions - Kat Correa, Chief Marketing Officer
Security National Life Insurance - Guy Winstead, Vice President of Sales
Security National Life Insurance - Jason Overbaugh, VP
Security National Life Insurance - Marty Rich, Director of Sales Operations
Texas Service Life Insurance Company - George Wise, Chief Actuary
Texas Service Life Insurance Company - Vince Arena, CMO
thinktum Inc - Jenn McLean, AVP Operations
Trilogy Actuarial Solutions - Amy Phillips, Partner
Trilogy Actuarial Solutions - Douglas Brown, Founding Partner
Trilogy Actuarial Solutions - Joshua Gerdes, Founding Partner
United Benefits - Eduardo Salido, Marketing Manager
US Alliance Life and Security Company - Phil Johnson, Senior Director of Company Development/Funeral Homes
US Alliance/Dakota Capital Life - Katherine Pendergast, Director of Company Development



Registration

Registration Fees have been lowered by about 75% from the regular fees in view of the virtual format. With the reduced registration and no travel expenses, this is the best year to take advantage of this educational and networking opportunity!

INSURANCE COMPANIES & FRATERNALS

Individual Registration - It's not too late to sign up! CLICK HERE
(Registrations received after November 3 will miss the Attendee Goodie Box shipment, but will still get the Advance Attendee list via email.)

  • LIC Members - $300
  • LOMA/LIMRA Members - $400
  • Nonmembers - $450

Group Discount for Insurance Companies: The first two attendees from an insurance company should register at the Individual Registration rate above. Additional people from the same company can attend for just $25 by using the discount code GRP25. Questions? Contact lic@loma.org

$100 Discount for AFA Members: The American Fraternal Alliance proudly offers its fraternal leaders $100 off registration to this event (must be a current member of the Alliance). CLICK HERE to request the discount code from the AFA.

VENDORS/SERVICE PROVIDERS

Option 1 - Non-Sponsor Registration: Vendors and service providers can attend the LIC Preneed Forum at the same individual rate as insurance companies, but the group discount is not available. Register by November 4 to be included in the Advance Attendee List. CLICK HERE

Option 2 - Sponsorship: Sponsorship includes one registration, and discounted registration fee of $100 for any additional participants. CLICK HERE for the Sponsorship Form & Information. Sponsorship is $500 for LIC Member companies and $750 for Nonmembers.

Agenda

Speakers

Daniel Sieberg
Co-Founder, Goodtrust

Daniel Sieberg

Co-Founder, Goodtrust

Daniel Sieberg is Co-Founder of GoodTrust and Chief Content Officer. He previously spent several years as a senior executive at Google and Huawei and 12 years in news across ABC News, CBS News and CNN as an Emmy-nominated science and technology correspondent. Daniel is the author of The Digital Diet: the four-step plan to break your tech addiction and regain balance in your life (Three Rivers, 2011) and co-author of Digital Legacy: Take Control of Your Online Afterlife (Stonesong, 2020). He is a dual citizen and lives in NYC.

Steve Shaffer, FLMI, CPA
Board Chair, President and CEO, Homesteaders

Steve Shaffer, FLMI, CPA

Board Chair, President and CEO, Homesteaders

Steve Shaffer, who joined Homesteaders in 2014, is a well-known and influential executive in the funeral and cemetery business. Prior to joining Homesteaders, he co-founded and served as President-CEO of Foundation Partners Group, LLC, and served as co-founder and CFO-EVP at Keystone Group. Steve also completed two three-year terms as a Funeral Service Foundation Trustee. His experience in the funeral service profession helps ensure Homesteaders is well-positioned to continue its strong tradition of growth, profitability and financial strength.

Janet Anderson
Head of Insurance, Powerlytics

Janet Anderson

Head of Insurance, Powerlytics

Janet Anderson joined Powerlytics in 2020.  Janet is responsible for expanding Powerlytics presence in and delivering value to customers in the Insurance sector. Janet brings over 25 years’ experience as a multifaceted international insurance sales and marketing executive to Powerlytics.  Most recently, she served as Scouting Manager at State Farm Labs, where she was responsible for assessing start-ups for investment and enterprise integration.  Previously she was CMO of Lapetus Solutions, where she built an international brand for a start-up in the Facial Analytics space and CEO of ReMark North America, where she led the insurance policyholder marketing business. Janet spent most of her career at AEGON, one of the largest insurance companies in the world, building their direct response marketing business. Janet earned a BA in Mass Communications from University of Wisconsin-La Crosse and her XMBA from Loyola College, with an emphasis on International business.  Janet has been a keynote and panel speaker in a variety of conferences around the world.  Janet lives in the Annapolis, Maryland area.

About Powerlytics

Powerlytics provides the most comprehensive, accurate and granular consumer and business financial data available in the U.S. Our proprietary big data analytics platform analyzes anonymized financial information from publicly available U.S. government sources and reconstructs it into easily understood and actionable financial information that provide a comprehensive financial view of the over 200 million adults and 30 million businesses that comprise the American economy. Major U.S. corporations and financial services providers are using Powerlytics’ data to stay on the cutting edge with predictive analytics, frictionless verification and estimation of consumer income and business revenue, manage risk with both individual business and consumer customers and portfolios, discover potential markets, develop digital marketing campaigns, benchmark performance, enhance both business and consumer target marketing. Visit www.powerlytics.com for more information.

Kyle Timmermann
Director of Consulting, Parkway Advisors

Kyle Timmermann

Director of Consulting, Parkway Advisors

Kyle Timmermann is well versed in investing for insurance companies as well as the effects that transactions have on statutory financials. Mr. Timmermann is the head of Parkway’s insurance consulting division and specializes in helping clients maximize book yield, achieve optimal ALM immunization, achieve proper diversification, and portfolio strategies. He is proficient in assessing risk within a portfolio and properly addressing these risks. Additionally, Kyle is proficient in ERM (Enterprise Risk Management) planning, RBC (Risk- Based Capital) requirements, and mitigating portfolio risks. Moreover, he aids clients in cash flow testing by assisting on the sensitivity analysis of insurer’s assets. Finally, he is knowledgeable in credit analysis for various securities and how these fit into an insurer’s portfolio.

Mr. Timmermann has an undergraduate degree in finance and economics from Hardin-Simmons University. In addition to this, he holds a master’s degree in finance and economics from West Texas A&M University. Mr. Timmermann is also a Registered Investment Advisory Representative.

Theron Holladay, CFA
President, Parkway Advisors

Theron Holladay, CFA

President, Parkway Advisors

Mr. Holladay has been with Parkway Advisors since its inception and has over 25 years of insurance investment and accounting experience. His background includes extensive insurance portfolio modeling experience aimed at reducing risk by lowering future surplus volatility. With an in-depth understanding of statutory reporting, he is focused on how each investment transaction enhances the net investment income and adds to the surplus of the client. Of equal importance is his vision that each portfolio is unique and designed to provide for the specific insurance products that are sold by that client.

Prior to joining Parkway, Mr. Holladay was the Portfolio Manager for an insurance company. He has served on a national committee for insurance accounting software development and as a beta tester for new industry statutory accounting software. The core of his experience is centered on understanding insurance liabilities and how they relate to the assets of the insurer. He has worked closely with top actuaries in the industry and is experienced with some of the industry's top actuarial software programs. Mr. Holladay has specific experience in structured finance, cash flow sensitivity testing, and credit analysis. His passion and focus are incorporating all aspects of an insurance company’s specific needs, products, and objectives in order to optimize the investment portfolio. Mr. Holladay holds the CFA (Chartered Financial Analyst) designation and has a degree in Finance/Psychology. His extensive knowledge is well respected within the industry and he is dedicated to staying informed of the changing regulations within the insurance industry. His focus for Parkway is centered on service to the insurance industry by integrating biblical principles throughout the organization.

Become a Sponsor or Exhibitor

There’s no event in the industry more targeted to preneed carriers, and there’s no better way to demonstrate your support of the meeting and this market than to become a sponsor. Your sponsorship will provide maximum visibility and marketing exposure at the meeting and includes one registration. Pricing has been adjusted to reflect the virtual format. Reserve your sponsorship today!

Sponsors